Boltendahl is present throughout the whole negotiating process, from the beginning of the transaction, including the preparation of the documentation, the guidance of price negotiations, the coordination of the due diligence process, up to the closing of the deal.

Client´s Profile:

M&A: companies planning acquisitions or divestments with revenues between 2 million and 150 million.

Private Equity investors or strategic buyers in search of applications for its investments.

Financial investors or Strategic Partners: companies searching for new shareholders or investors to support and strengthen the growth of their business.

Joint Ventures: companies that need to contact and cooperate with other firms to initiate shared activities adding value to their businesses.

Mandates start with a strictly confidential first contact where the clients interests are analyzed and determined. Afterwards, we proceed to the signing of the mandate, which determines objectives, time-frame and fees.

Specific Services / Products:

Transaction Advisory

Road Shows (Equity or Debt)

Offering Memorandum / Sales Book.

Valuations of Companies and/or product portfolios.

Acquisition / Divestment Documentation:

NDA / Confidentiality letters

Letter of Intention (LOI)

Introductory Letters

Legal Documents

Company Profiles (Teasers)

Executive Summaries

Presentations, etc.

World distribution of cases.

M&A execution for buyers or sellers.

Negotiation and Closing.

“Specialized in the development and assessment of venture capital projects, providing support and consulting at several stages.”

For clients needing professional and specialized advice in acquiring, divesting or starting-up new projects, we have developed special expertise in M&A and valuation of venture capital projects, providing solutions and support throughout each stage.

Creation of a business plan: this study will help clients gain a profound and objective knowledge of the project to develop.

Presentation stage: with a sound business plan we are able to trigger the search and selection of potential partners, whether for obtaining funds or for specific joint-venture.

Negotiation stage: throughout the negotiation phase, we are there to mediate, support and bring the transaction to a successful conclusion.

Ultimately a well-prepared financial advisor is crucial for obtaining funds from investors and institutions.

Stages and key aspects:

Project Presentations

Commercial Plan, Production Plan and Services

Project Analysis

Financial Projections

Market Research

Strategic Assessment

Detailed Plan of Business Launch

“Detailed analysis and study of the company identifying its priority strategies, recommending ways of organic growth or through M&A, culminating in the development of a credible and feasible business plan.”

Whether a company is looking to enter new markets, screen competitors or evaluate potential acquisitions, we help to elaborate pragmatic solutions. Our consulting is handled in a defined period of time and with previously defined goals.

Screening of Equity Sponsors

Screening of Debt Sponsors

Market Research

Strategic Assessment of regions, sectors, companies or projects.

Consulting for foreign companies entering national markets

Corporate Finance

Valuations

Economic Advisory

International Business Advisory

Investment Banking Advisory

Competitors and industry Screening

Contact & Fronting

Commercial Due Diligence

“At Boltendahl we offer specific M&A and corporate consulting services for the Healthcare and Pharma industries.”